Haufinyane tjena, China Non-ferrous Metal Industry Association silicon ea lekala ya data bontša hore bekeng ena theko ea silicon wafers e ne e le ho fokotseha ha potoloho ea potoloho, ho akarelletsa le M6, M10, G12 monocrystal silicon wafers transaction karolelano theko ka ho latellana o ile a oela ho RMB 5.08 / sengoathoana, RMB 5.41 / sengoathoana, RMB 7.25 / sengoathoana sa 7.25 / sengoathoana sa 1%, 20%, 1% beke le beke, 2.
Theko ea Organic silicon DMC |Liyuniti: yuan/ton
Polycrystalline silicon theko | Sehlopha: yuan/ton
Lekala la Indasteri ea Silicon le bontšitse hore mabapi le phepelo, lik'hamphani tsa boemo ba pele le likhoebo tsa litsebi li boetse li fokolitse sekhahla sa ts'ebetso; mabapi le tlhokeho, setsi sa kakaretso sa ho fokotsa litheko tsa indasteri se botsoa.
Ho ea ka marang-rang a thepa, bekeng ena, tekanyo ea ts'ebetso ea lik'hamphani tse peli tsa pele tsa silicon e fokotsehile ho 80% le 85%, tekanyo ea ts'ebetso ea likhoebo tse kopanetsoeng e ntse e le pakeng tsa 70% -80%, 'me tekanyo ea ts'ebetso ea lik'hamphani tse ling e theohela ho 60% -70% pakeng tsa. Ho hlokometsoe hore bekeng e fetileng, Lekala la Indasteri ea Silicon ha lea ka la ntlafatsa quotation ea silicon wafer. Mokhatlo o bontšitse hore ho fokotseha ha beke ena ho kenyeletsa ho fokotseha ha theko ea libeke tse peli tse fetileng, 'me sesosa sa motheo ke hore theko ea thepa ea silicon e fokotsehile. Ho latela lintlha tsa lintlha tse ka holimo tse tsoang ho PV Consulting le mekhatlo e meng, theko e tloaelehileng ea li-silicone tsa M10 le G12 bekeng e fetileng e ne e le 6.15 yuan / sengoathoana, 8.1 yuan / sengoathoana, ka ho latellana.
Ho ea ka lisebelisoa, matšoenyeho a nakoana a 'maraka oa hona joale oa tlhokahalo ea photovoltaic haholo-holo a tsoa: mariha a leboea a fihlile' me boemo ba seoa ba naha bo amme ts'ebetso ea kaho ea merero ea photovoltaic. Kelello.
Leha ho le joalo, matsatsing a mabeli a fetileng, thepa e tlaase ea silicon e sa tsoa rekoa, 'me theko ea theko ea silicon e bolokile botsitso.
Silicon ea indasteri: Maobane, litheko tsa silicon tsa indasteri li ile tsa tsitsisoa. Ho ea ka lintlha tsa SMM, ho tloha ka la 20 Tšitoe, Palo ea Oksijene ea Bochabela ea Chaena 553#Silicon e ne e le 18400-18600 yuan/ton, ho theosa le 50 yuan; oksijene 553#silicon e ne e le 18800-19100 yuan/ton; 421#silicon ho 19900-20000 yuan/ton, lerotholi la li-yuan tse 200; 521#silicon e ne e le 19600-19800 yuan/ton; 3303#silicon e ne e le 19900-20100 yuan/ton. Hajoale, phepelo ea phepelo e ntse e tsoela pele ho fokotseha, 'me theko ea motlakase ea Sichuan Sichuan e Yunnan e phahamisitsoe, mme tlhahiso ea fokotseha. Boemo ba tšitiso ea sephethephethe bo fokotsehile, mme tlhahiso ea Xinjiang e lebelletsoe ho eketseha. Lehlakore la bareki le ntse le eketseha ka tlas'a koloi ea polysilicon. Ka ho fokotseha ha phepelo le tšebeliso e ntseng e eketseha, bokaalo bo fokotsehile, 'me pokello ea pokello ea libuka ea imoloha. Leha ho le joalo, kakaretso ea thepa e ntse e phahame. Theko ea morao-rao e fokotsehile. Keketseho ea litšenyehelo tsa tlhahiso nakong ea metsi a omileng, 'me theko e lekantsoeng e tla emisa butle-butle ho theoha le ho tsitsisa.
Polysilicon: botsitso ba theko ea polysilicon, ho latela lipalo-palo tsa SMM, quotation ea polysilicon ea ho fepa hape 270-280 yuan / kg; Polysilicon compact thepa 250-265 yuan / kg; Polysilicon cauliflower lintho tse bonahalang qotsa 230-250 yuan/kg, granular silicon 250-270 yuan/kg. Tlhahiso ea polysilicon e ntse e eketseha, 'me ho saena ha litaelo ho fokola nakong ea ho theoha ha theko. Tabeng ea ho bokella li-wafers tsa silicon le li-link tse ling, ho lebeletsoe hore theko ea polysilicon e tla tsoela pele ho theoha, empa tlhokahalo ea silicon ea indasteri e tla boloka sekhahla se phahameng sa khōlo ka lebaka la keketseho ea tlhahiso.
Organosilicone: Theko ea organosilicon e ile ea fetoha hanyane. Ho ea ka lipalo-palo tsa Zhuochuang Information, ka la 20 Tšitoe, bahlahisi ba bang ba Shandong ba ile ba fana ka DMC 16700 yuan/ton, ho theosa le 100 yuan; Baetsi ba bang ba qotsa 17000-17500 yuan/ton. Mmaraka oa silicon o ntse o tsoela pele ho pholile, 'maraka oa terminal ha o so hlaphoheloe, bahlahisi ba tlase ba hloka feela ho reka, likhoebo tse ngata li emisitse tlhahiso bakeng sa tlhokomelo kapa ts'ebetso e mpe, indasteri ka kakaretso e tlase hajoale, tlasa ts'ehetso ea litšenyehelo tsa tlhahiso, theko ha e na sebaka sa ho oa, ka nako e ts'oanang, e anngoeng ke mmaraka oa terminal, theko le eona ha e ea lekana, ho lebelletsoe hore ho qala ha lihlahisoa tsa organic ho thata, ho lebelloa ho ba le litheko tse kholo.
Cinda Securities kahlolo, e le photovoltaic indasteri ketane ea theko e theoha mokhoa o hlakileng haholoanyane, tlhokahalo ea photovoltaic e kentsoeng selemong se tlang e lebeletsoe ho ntlafatsoa, mathata a nako e khutšoanyane a tlhokahalo holim'a poleiti e na le tšusumetso e fokolang haholoanyane. Karolo ea morero oa lehae o sa nts'oang oa Q4 kapa o tla phetheloa selemong se tlang sa Q1, 2023Q1 'maraka oa Europe le Amerika kapa o tla bonts'a ho hlaphoheloa ka potlako ha tlhoko kamora Keresemese, mmaraka oa lefats'e oa PV oa 2023Q1 kapa o tla bonts'a nako e fokolang.
Selemong sohle sa 2023, ka phokotso ea litšenyehelo tsa ketane ea indasteri, tsoelo-pele ea mahlale a macha le bophahamo ba tlhahiso e bohareng, tlhoko ea Europe Bohareng e lebelletsoe ho tsoela pele ho hola ka potlako, mme tlhoko ea United States e lebelletsoe ho nyoloha, mme tlhoko ea lefats'e ea PV e lebelletsoe ho hola ka hoo e ka bang 40%. Hona joale, tekanyetso ea likarolo tse kopantsoeng, li-inverters, lisebelisoa tse thusang tsa mantlha le li-link tse ling li na le khoheli e matla, 'me e na le tšepo ea kholo e phahameng ea tlhokahalo ea photovoltaic lapeng le linaheng tse ling selemong se tlang.
Nako ea poso: Dec-28-2022